Steward Partners Investment Advisory, LLC Angel Oak Financial Strategies Income Term Trust Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Angel Oak Financial Strategies Income Term Trust stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,417 shares of FINS stock, worth $18,661. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,417
Previous 1,417 -0.0%
Holding current value
$18,661
Previous $17,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
BUY
$11.7 - $12.38 $14,402 - $15,239
1,231 Added 661.83%
1,417 $16,000
Q4 2020

Feb 11, 2021
SELL
$16.27 - $17.18 $797 - $841
-49 Reduced 20.85%
186 $3,000
Q4 2019

Jan 17, 2020
BUY
$19.7 - $21.0 $4,629 - $4,935
235 New
235 $4,000

Others Institutions Holding FINS

# of Institutions
37
Shares Held
12.9M
Call Options Held
0
Put Options Held
0
View Full List

About Angel Oak Financial Strategies Income Term Trust

FINS Quotes by TradingView
  • Ticker FINS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FINS
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